Anna Houser is a CFP® and holds a Series 66 license, with six years of experience in the financial industry. She is associated with AdvisorsTrust Partners LLC and has worked at McMahan Financial, LLC and Prospera Financial Services for 12 years. Outside of her advisory role, she serves as president of the counsel and volunteers at Holy Trinity Lutheran Church, where she also leads Bible study and teaches Sunday school. Additionally, she is involved in early-stage business development as managing member of Sandy Ventures, LLC, a company focused on sales of apparel, stickers, and accessories. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $435.3 million in assets across about 172 client relationships, employing a mix of fundamental, technical, and cyclical analysis and combining active and passive strategies to tailor investment advice to client objectives and risk tolerance.

David McMahan is a financial advisor with AdvisorsTrust Partners LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Raymond James Financial Services and BFM Capital and serves as a board member for the HV3 Foundation, a nonprofit organization. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $435 million in regulatory assets across about 172 client relationships, employing a mix of fundamental, technical, and cyclical analysis along with active and passive investment strategies.

James Castleman Jr. is a financial advisor at AdvisorsTrust Partners LLC with 14 years of industry experience. He holds a Series 66 designation and has worked previously as a consultant and at CoVest Asset Management. Castleman is based in Raleigh, NC. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor investment advice primarily on a discretionary basis, managing approximately $435.3 million in regulatory assets across about 172 client relationships.

Maxwell Neisler is a financial advisor at AdvisorsTrust Partners LLC with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Prospera Financial Services Inc, Ryan Consulting Group, and Grant Thornton LLP. He has also worked outside the financial industry at Finley Golf Club and 411 West Italian Cafe. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $435.3 million in assets across about 172 client relationships, using a combination of fundamental, technical, and cyclical analysis with both active and passive strategies.